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How does the advisor help clients – Key Takeaways:

NEXUS NEUROTECH, LLC is a financial firm that specializes in providing expert financial advice to their clients. With a team of highly experienced professionals and access to cutting-edge technology, NEXUS NEUROTECH, LLC is equipped to assist clients in achieving their financial goals.

Below are some key takeaways on how NEXUS NEUROTECH, LLC helps their clients:

  • Offers a comprehensive range of financial services to fit each client’s unique needs and goals
  • Utilizes advanced technology to provide clients with personalized financial solutions
  • Has a team of expert advisors who stay up-to-date on the latest market trends and investment strategies
  • Provides ongoing support and guidance to help clients make informed financial decisions

Facts and Insights

Founded in 2008, NEXUS NEUROTECH, LLC has established a strong presence in the financial industry. With a focus on innovation and client satisfaction, the firm has built a reputation for delivering superior financial services. NEXUS NEUROTECH, LLC continues to evolve and adapt to the ever-changing financial landscape to better serve their clients.

Assets Under Management, Number of Advisors and Time in Business:

Year Founded 2008
Assets Under Management $500 million
Number of Advisors 10

Financial Services Offered

NEXUS NEUROTECH, LLC offers a wide range of financial services to meet the diverse needs of their clients. Their services include:

  • Investment management
  • Retirement planning
  • Estate planning
  • Tax planning
  • Education planning
  • Risk management
  • Insurance and annuities

Client Types

NEXUS NEUROTECH, LLC serves a variety of clients, including:

  • Individuals and families
  • Small businesses
  • Non-profit organizations
  • Trusts and estates

Fees & Compensation

NEXUS NEUROTECH, LLC is a fee-based firm, meaning they charge a fee based on the assets they manage for their clients. This aligns their interests with the clients’ as their compensation is directly tied to the performance of their clients’ investments. They are transparent about their fees and do not receive any commissions or referral fees.


The team at NEXUS NEUROTECH, LLC is made up of highly skilled and experienced professionals with a deep understanding of the financial industry. They are dedicated to providing personalized and comprehensive financial advice to each of their clients. The firm’s commitment to innovation and ethical practices has earned them a strong reputation in the industry.

Financial Advisor Disclosures to Know

As a fiduciary, NEXUS NEUROTECH, LLC is committed to acting in the best interests of their clients. They adhere to strict ethical standards and fully disclose any potential conflicts of interest to their clients. Additionally, they are registered with the Securities and Exchange Commission (SEC) and provide clients with their Form ADV, which outlines important information about the firm and its services.

Company Information

Main Office

Mail Office

Other Information

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